This transcript has been automatically generated and may not be 100% accurate.

... now welcome back to the new sub it's time for Barron's wells I'm slowing Constable Mike Mathias make bigger Watson ... this weekend's ... Barron's Newstrike ahead to help us ... Jack Palestinian at its outbound desolate slices of paper by moving map ... a total of about sixteen semi companies to be taken over TV news saying that an average exam comes as the disruptor everyones didn't just look we know you are ... we know we go you big time ... this broke the Liberal Arts ... we take a look at the content owners of the outcome is out there like ... Netflix which is to ... meet the deficit to take over the future of television Apple's rumored to have a TV device from whom all these years ... Orbitz and ... the content owners a way to secure first full valuations on some these companies are pretty low ... they've never been more prosperous than they are right now the kids are many new delivery systems with the shows they ... they ... they own ... I'm it's time for investors to take a look here and that ... you know let's ... step back from a little bit of ... hype about disruption and talk about who owns the valuable properties and whose cash flows are likely to ... rise in years so that's it don't touch that dial on the centrality dolls a reference to something they used to be on televisions for your younger viewers and with those are the guys there will be there you'll you'll tell us ... about that IPO markets baby boom let's ... not ... use for that so be hard for me to say but carry on and call the baby boom with a smack right in with the baby of a bull with or forty four deals in the second quarter and that's the most since late two thousand and six the IPO market to cool ... off ... it's starting to heat up and we gotta look at some companies out there ... aam you know that that that could go for deals and this is the market when you want to do if you're going to come is like Twitter and ... Dropbox chutzpah to find some with names that are not even sure how we'll work it might be putting on smash burger apparently that's the thing ... the isthe Internet firms out there that could be ... I'll catch you for going public soon ... the thing you've got to be all this stuff up all this effect will this too but it's the second of August to die right but that it's a it's a terrible terrible ... as it was a lighthearted look at the longest affected the oldest returns but lousy for the past couple of decades it wasn't always so ... we theorize that that could be one winery Whyalla will make your office on the price of on the of the state that one of a bigger is not because people will lose the sight of Islamic activists of Muslim men ... this is for ideas in different stages of the ... brick pattern ... I'm back to the types